{"id":768731,"date":"2026-04-24T21:37:41","date_gmt":"2026-04-24T13:37:41","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=768731"},"modified":"2026-04-24T21:37:41","modified_gmt":"2026-04-24T13:37:41","slug":"%e6%9a%b4%e6%b6%a8%e8%b6%8550%ef%bc%81%e7%9b%b4%e7%ba%bf%e9%a3%99%e5%8d%87%ef%bc%81%e7%be%8e%e8%82%a1%e8%8a%af%e7%89%87%e8%82%a1%e5%88%a9%e5%a5%bd%e7%aa%81%e8%a2%ad%ef%bc%81","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=768731","title":{"rendered":"\u66b4\u6da8\u8d8550%\uff01\u76f4\u7ebf\u98d9\u5347\uff01\u7f8e\u80a1\u82af\u7247\u80a1\u5229\u597d\u7a81\u88ad\uff01"},"content":{"rendered":"

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\u53d7\u82f1\u7279\u5c14<\/a><\/span>\u5e26\u52a8\uff0c\u7f8e\u80a1\u82af\u7247\u80a1\u4e5f\u96c6\u4f53\u8d70\u9ad8\u3002\u622a\u81f3\u8bb0\u8005\u53d1\u7a3f\uff0cAMD\u6da8\u8fd110%\uff0cARM\u6da8\u8d858%\uff0c\u8fc8\u5a01\u5c14\u79d1\u6280<\/a><\/span><\/span>\u6da8\u8d854%\u3002\u5728\u79d1\u6280\u80a1\u7684\u523a\u6fc0\u4e0b\uff0c\u7eb3\u65af\u8fbe\u514b<\/a><\/span><\/span>\u6307\u6570\u671f\u8d27<\/a><\/span><\/span>\u6da8\u5e45\u8d85\u8fc71%\u3002<\/p>\n

\u82f1\u7279\u5c14<\/span>\u80a1\u4ef7\u5927\u6da8<\/strong><\/p>\n

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\u82f1\u7279\u5c14\u516c\u5e03\u8d22\u62a5\u540e\uff0c\u591a\u5bb6\u673a\u6784\u4e0a\u8c03\u5176\u76ee\u6807\u4ef7\u3002\u5176\u4e2d\uff0c\u6469\u6839\u58eb\u4e39\u5229<\/a><\/span><\/span>\u5c06\u82f1\u7279\u5c14\u76ee\u6807\u80a1\u4ef7\u4ece56\u7f8e\u5143\u4e0a\u8c03\u81f373\u7f8e\u5143\uff0cTD Cowen\u5c06\u5176\u76ee\u6807\u80a1\u4ef7\u4ece60\u7f8e\u5143\u4e0a\u8c03\u81f375\u7f8e\u5143\uff0c\u6770\u5bcc\u745e\u5c06\u5176\u76ee\u6807\u4ef7\u4ece60\u7f8e\u5143\u4e0a\u8c03\u81f380\u7f8e\u5143\uff0c\u4f2f\u6069\u65af\u5766\u5c06\u5176\u76ee\u6807\u80a1\u4ef7\u4ece60\u7f8e\u5143\u4e0a\u8c03\u81f365\u7f8e\u5143\uff0c\u6c47\u4e30\u5c06\u5176\u76ee\u6807\u80a1\u4ef7\u4ece95\u7f8e\u5143\u4e0a\u8c03\u81f3100\u7f8e\u5143\u3002<\/p>\n

MaxLinear\u80a1\u4ef7\u4e5f\u98d9\u6da8<\/strong><\/p>\n

\u81ea\u4eca\u5e743\u6708\u5e95\u4ee5\u6765\uff0c\u901a\u4fe1<\/a><\/span><\/span>\u7247\u4e0a\u7cfb\u7edf\uff08SOC\uff09\u4f9b\u5e94\u5546MaxLinear\u7684\u80a1\u4ef7\u6301\u7eed\u8d70\u9ad8\u3002\u5468\u4e94\u7f8e\u80a1\u76d8\u524d\uff0c\u56e0\u4e8c\u5b63\u5ea6\u8425\u6536\u6307\u5f15\u8d85\u8fc7\u5e02\u573a\u9884\u671f\uff0cMaxLinear\u7684\u80a1\u4ef7\u518d\u5ea6\u98d9\u6da8\u8d8550%\u3002\u622a\u81f3\u53d1\u7a3f\uff0cMaxLinear\u4e0a\u6da853.25%\u3002<\/p>\n

\u5468\u56db\u7f8e\u80a1\u76d8\u540e\uff0cMaxLinear\u62ab\u9732\u4e86\u622a\u81f32026\u5e743\u670831\u65e5\u7684\u7b2c\u4e00\u5b63\u5ea6\u8d22\u52a1\u4e1a\u7ee9\u3002\u6570\u636e\u663e\u793a\uff0c\u7b2c\u4e00\u5b63\u5ea6\uff0cMaxLinear\u7684\u51c0\u8425\u6536\u4e3a1.372\u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u957f1%\uff0c\u540c\u6bd4\u589e\u957f43%\uff0c\u8d85\u51fa\u5206\u6790\u5e08\u9884\u671f\u76841.35\u4ebf\u7f8e\u5143\u3002\u516c\u53f8\u4e0a\u8c03\u4e1a\u7ee9\u6307\u5f15\uff0c\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u57281.6\u4ebf\u81f31.7\u4ebf\u7f8e\u5143\u4e4b\u95f4\u3002<\/p>\n

\u7b2c\u4e00\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u7684GAAP\u6bdb\u5229\u7387\u4e3a57.5%\uff0c\u4e0a\u4e00\u5b63\u5ea6\u4e3a57.6%\uff0c\u4e0a\u5e74\u540c\u671f\u4e3a56.1%\uff1bGAAP\u8fd0\u8425\u652f\u51fa\u4e3a9610\u4e07\u7f8e\u5143\uff0c\u5360\u51c0\u8425\u6536\u768470%\uff1b\u4e0a\u4e00\u5b63\u5ea6\u8fd0\u8425\u652f\u51fa\u4e3a9340\u4e07\u7f8e\u5143\uff0c\u5360\u51c0\u8425\u6536\u768468%\u3002<\/p>\n

\u7b2c\u4e00\u5b63\u5ea6\uff0c\u6700\u7a81\u51fa\u7684\u53d1\u5c55\u662f\u57fa\u7840\u8bbe\u65bd\u677f\u5757\u6210\u4e3aMaxLinear\u6700\u5927\u7684\u6536\u5165\u6765\u6e90\u3002\u8be5\u516c\u53f8\u7684\u57fa\u7840\u8bbe\u65bd\u6536\u5165\u73af\u6bd4\u589e\u957f35%\uff0c\u540c\u6bd4\u589e\u957f136%\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u6570\u636e\u4e2d\u5fc3\u9ad8\u901f\u5149\u4e92\u8fde\u4ea7\u54c1\u7684\u5f3a\u52b2\u589e\u957f\u3002<\/p>\n

MaxLinear\u5728\u672c\u5b63\u5ea6\u7684\u4e1a\u52a1\u6210\u5c31\u5305\u62ec\u591a\u4e2a\u6218\u7565\u91cc\u7a0b\u7891\uff1aMaxLinear\u5728OFC 2026\u4e0a\u5c55\u793a\u4e86\u51761.6T PHY\u82af\u7247\u7ec4\uff0c\u8be5\u82af\u7247\u7ec4\u91c7\u7528Rushmore 200G\/lane PAM4 DSP\u548cWashington 200G\/lane TIA\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u6ee1\u8db3\u4e0b\u4e00\u4ee3\u5149\u8fde\u63a5\u9700\u6c42\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u53d1\u5e03\u4e86\u201cAnnapurna\u201d\uff0c\u4e00\u6b3e\u9ad8\u6027\u80fd\u7eb5\u5411\u6269\u5c55\u91cd\u5b9a\u65f6\u5668\uff0c\u80fd\u591f\u63d0\u4f9b\u9ad8\u8fbe1.6Tbps\u7684\u7535\u8fde\u63a5\u80fd\u529b\uff0c\u8fdb\u4e00\u6b65\u589e\u5f3a\u4e86\u4ea7\u54c1\u7ec4\u5408\u3002<\/p>\n

\u6b64\u5916\uff0cMaxLinear\u901a\u8fc7\u4e00\u5bb6\u7f8e\u56fd<\/a>\u4e00\u7ea7OEM\u5408\u4f5c\u4f19\u4f34\uff0c\u9996\u6b21\u8d62\u5f97\u4e86\u4e00\u5bb6\u7f8e\u56fd\u8d85\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u7684PON\uff08\u65e0\u6e90\u5149\u7f51\u7edc\uff09\u8bbe\u8ba1\u8ba2\u5355\uff0c\u9884\u8ba1\u6536\u5165\u5c06\u4e8e2026\u5e74\u7b2c\u56db\u5b63\u5ea6\u5f00\u59cb\u722c\u5761\u3002\u8fd9\u9a8c\u8bc1\u4e86\u8be5\u516c\u53f8\u4ece\u4f20\u7edf\u5e02\u573a\u5411\u8d85\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u57fa\u7840\u8bbe\u65bd\u7684\u6269\u5f20\u80fd\u529b\u3002<\/p>\n

MaxLinear\u8463\u4e8b\u957f\u517c\u9996\u5e2d\u6267\u884c\u5b98Kishore Seendripu\u8868\u793a\uff0c\u7b2c\u4e00\u5b63\u5ea6\u6807\u5fd7\u7740MaxLinear\u591a\u5e74\u589e\u957f\u9636\u6bb5\u7684\u5f00\u59cb\uff0c\u5176\u52a8\u529b\u6765\u81ea\u5149\u6570\u636e\u4e2d\u5fc3\u8fde\u63a5\u9886\u57df\u52a0\u901f\u589e\u957f\u7684\u52bf\u5934\u3002\u516c\u53f8\u7684\u8425\u6536\u540c\u6bd4\u589e\u957f43%\uff0c\u5176\u4e2d\u57fa\u7840\u4e1a\u52a1\u589e\u957f\u8d85\u8fc7130%\uff0c\u6210\u4e3a\u516c\u53f8\u6700\u5927\u7684\u7ec8\u7aef\u5e02\u573a\u3002\u8fd9\u4e3b\u8981\u53d7\u76ca\u4e8e\u516c\u53f8\u5728\u591a\u4e2a\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\uff08\u6d89\u53ca\u7eb5\u5411\u6269\u5c55\u548c\u6a2a\u5411\u6269\u5c55AI\u5e73\u53f0\uff09\u7684\u5149\u6570\u636e\u4e2d\u5fc3\u4ea7\u54c1\u7684\u5f3a\u52b2\u6267\u884c\u529b\u548c\u91cf\u4ea7\u722c\u5761\u3002<\/p>\n

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